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Wellspent public graph/Locations/United States/California
United States

Fee-only advisors in California

Largest US fee-only market, with clusters around the Bay Area and LA.

What fee-only financial advisors charge in California

By the numbers

The Wellspent public graph lists 2,835 fee-only financial advisors serving California at 1,347 firms, most in San Diego, San Francisco and Los Angeles. 44% hold the CFP certification. Of the 2825 with fees on file, 91% charge percentage of assets.

Advisors listed
2,835
Firms
1,347
Cities
303
Hold the CFP
44%
  • Other credentials: CFA 10% · CPA 1% · EA 1%
  • How they charge (of 2825 with fees on file): percentage of assets 91% · fixed fees 56% · hourly 55% · ongoing planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving California (2,835)

Fee-only advisors serving California: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Kayle Larsen Larsen Wealth Management El Dorado Hills CFP Percentage of assets, Fixed fees
Kelli Burger Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Kenneth Gott Meritas Wealth Management San Rafael CFP Percentage of assets, One-time planning fee
Kenneth Kneale Arcadian Financial Services San Diego CFP Hourly, One-time planning fee
Kevin Apolinar Financial planner for Christians Behavior Shift Murrieta Not listed One-time planning fee, Subscription
Lance Pieper Concentrum Wealth Management San Jose CFP Percentage of assets, Hourly
Li-Wei Chang 7Summit Advisors Los Angeles CFP Percentage of assets
Madeline Williams California Financial Advisors San Ramon CFP Percentage of assets, Ongoing planning fee
Malek Hage Hassan RJ Patterson Group San Diego Not listed Percentage of assets, Hourly
Manuel Apolonio Hanke & Apolonio Wealth Advisors San Francisco CFP Percentage of assets, Hourly
Manuel Ortiz Aquino Occidental Asset Management Burlingame Not listed Ongoing planning fee
Maria Quintana-Pilling North Berkeley Wealth Management Berkeley CFA Percentage of assets
Mark Hull Mission Hills Financial San Diego CFP Percentage of assets, Hourly
Mark Pitre California Financial Advisors San Ramon CFP Percentage of assets, Ongoing planning fee
Marnie Baird Divorce financial consulting Rancho Santa Fe CFP Hourly, One-time planning fee
Mary Van Nostrand Van Nostrand Wealth Management San Diego CFP Flat fee or retainer
Matthew Fulton Atlas Legacy Advisors Los Angeles CFP Percentage of assets, Hourly
Matthew Haefner Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Matthew Kalabokes FPC Wealth Petaluma CFP Percentage of assets
Matthew Page True Wave Financial Planners Sacramento CFP Percentage of assets, Hourly
Matthew Rinkey Illumination Wealth Management San Diego Not listed Flat fee or retainer, Ongoing planning fee
Megan Miller Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Melanie Perry Sustainable Wealth Advisory Group Los Angeles CFP Percentage of assets, Hourly
Michael Canzone Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Michael Haskins Larsen Wealth Management El Dorado Hills CFP Percentage of assets, Fixed fees
Michael Lynch Michael P. Lynch Wealth Management Stockton CFP, PFS Percentage of assets, Hourly
Michael Maloon California Financial Advisors San Ramon CFP, ChFC Percentage of assets, Ongoing planning fee
Michael Pablo Agile Financial Planning San Francisco CFP Percentage of assets, Flat fee or retainer
Michael Power Power Investing Danville CFP Percentage of assets, Hourly
Miguel Irazabal Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Milo Hanke Hanke & Apolonio Wealth Advisors San Francisco CFP Percentage of assets, Hourly
Minka Hull Mission Hills Financial San Diego CFP Percentage of assets, Hourly
Nathan Billigmeier Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Nathan Cultice Castle Wealth Planning Santa Barbara CFP Percentage of assets, Hourly
Nathan Walsh Occidental Asset Management Burlingame Not listed Ongoing planning fee
Nicholas Simonian Concentrum Wealth Management San Jose CFP Percentage of assets, Hourly
Peter Burton Burton Enright Welch Walnut Creek ChFC Percentage of assets
Rachael Burns True Worth Financial Planning Granite Bay CFP Percentage of assets, One-time planning fee
Randa Hoffman RADIANT Wealth Planning Palo Alto Not listed Percentage of assets, Fixed fees
Randall Maycock Roof Eidam Maycock Peralta San Francisco CFP Percentage of assets
Raymond Torres Clifford Swan Pasadena CFP Percentage of assets, Hourly
Rebecca Contin East Rock Financial Services Santa Cruz CFP Flat fee or retainer, Percentage of assets
Rene De Charon Divorce financial consulting Rancho Santa Fe CFP Hourly, One-time planning fee
Robert Gillooly Elmwood Wealth Management Berkeley CFA Percentage of assets, Hourly
Ryan Melnyk Manzanita Wealth Management West Sacramento Not listed Flat fee or retainer, Ongoing planning fee
Ryan Richardson Weatherly Asset Management Del Mar CFP, ChFC Percentage of assets, Fixed fees
Scott Hampton Moment Partners San Francisco CFP Percentage of assets, Fixed fees
Sean O'Brien Echo45 Advisors Walnut Creek Not listed Percentage of assets
Sean Shannon Monograph Wealth Manhattan Beach CFP, CFA Percentage of assets, Hourly
Spencer Turkal Sierra Hotel Financial Temecula CFP Percentage of assets, Fixed fees

Firms headquartered in California (1,191)

All 1,191 firms in California